Plan Snapshot
- Plan Sponsor: Capital Lumber Company
- Sponsor EIN: 860084551
- Sponsor Address: 2525 E ARIZONA BILTMORE CIR, PHOENIX, AZ, 850162129
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $48.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 416 | $48.8M | $977,468 | $3.1M |
| 2023 | 398 | $41.9M | $977,998 | $3.1M |
| 2022 | 376 | $33.4M | $943,646 | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARRY & MOORE CPAS, PLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $147,736 | — | $147,736 | — | — |
| 2023 | $127,050 | — | $127,050 | — | — |
| 2022 | $112,010 | — | $112,010 | — | — |